Individuals and Families
Individuals and families have a number of financial issues.
Here are some of the most common ones, which we dissect as part of our financial planning process:
Cash
flow planning
Insurance
requirements
(life and disability, homeowners, automobile, umbrella policy)
Having an
emergency fund
Paying off debt,
including student
loans
Funding for
education of children
and grandchildren
Tax, Estate and
Legacy planning
Charitable
giving
Optimizing Social
Security claiming
strategy
Retirement
planning
Post-retirement
and wealth transfer
planning
Pre and post-nuptial
agreements
Buy-sell agreements
with partners in a
business or profession
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Many of the individuals and families who retain us share one trait
They are anxious about their financial future
We listen.
We work with you to prepare a plan to achieve them.
We monitor the plan and adjust it as your situation changes.
That’s our definition of success.
We learn your goals.
We are high touch.
One client told us: I feel like I outsourced my anxiety to you.
Learn more from our blog!
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Retirement Savings in California: How Much Do You Need to Live Comfortably?
There are a few things you should consider for retirement–housing, taxes, and cost of living. Read on to know how much you need to retire in California.
Special Needs Planning in California: Regional Centers, Medi-Cal, SSI, and Other Resources
Learn how California's regional centers, Medi-Cal, SSI, and IHSS fit together, and how to plan ahead without risking your loved one's benefits.
Tax Planning for Families with Special Needs
Learn how dependency rules, medical deductions, tax credits, HSAs, FSAs, and ABLE accounts work together for special needs families.
If opportunity doesn’t
knock, build a door.
Let's start planning together, call 760 854 4003